Westwood Holdings Group
WHG
82 hedge funds and large institutions have $321M invested in Westwood Holdings Group in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 4 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
0% more funds holding
Funds holding: 82 → 82 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% less capital invested
Capital invested by funds: $321M → $321M (-$598K)
0.72% less ownership
Funds ownership: 63.23% → 62.51% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.25M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$1.81M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.64M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.59M |
| 5 |
RA
Royce & Associates
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$3.52M |
| 2 |
Millennium Management
New York
|
-$1.11M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$671K |
| 4 |
Morgan Stanley
New York
|
-$631K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$457K |
WHG Hedge Fund Activity: Q2 2015 in Review
82 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Westwood Holdings Group (WHG) for Q2 2015, worth a combined $321M — down 0.19% from $321M a quarter earlier.
Fund positioning in WHG was balanced in Q2 2015: 4 funds opened new positions, 4 closed out, 36 added to existing stakes and 28 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $2.25M. The largest seller was Zuckerman Investment Group, exiting entirely with an estimated $3.52M sold.
- 82 institutional investors held Westwood Holdings Group (WHG) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $321M of Westwood Holdings Group stock for Q2 2015, down 0.19% quarter-over-quarter.
- 4 funds opened new Westwood Holdings Group positions in Q2 2015 and 4 closed out, a net change of 0 holders.
- The largest Westwood Holdings Group buyer in Q2 2015 was Kennedy Capital Management, an estimated $2.25M added.
- The largest Westwood Holdings Group seller in Q2 2015 was Zuckerman Investment Group, an estimated $3.52M sold.
Based on aggregated 13F filings for Q2 2015.